Physical AI Market Map
The full Physical AI stack — from robot foundation models and world models, through humanoid and mobile robot platforms, real-world deployment loops,and the data/software/hardware/compute infrastructure beneath them. By Ashish Kakran & Shaleen Agrawal (Seligman Ventures,, via MarketMapMondays #83.
Robot Policy & Foundation Models (VLA)
AgiBot | Zhiyuan Robot Beyond Imagination Covariant Dyna Robotics Field AI Figure Galaxea AI Galbot General Robotics Generalist AI Genesis AI Google DeepMind Helsing mbodi.ai Nvidia Physical Intelligence rhoda RLWRLD sentience Sereact Skild Toyota Motor Corporation X Square
Action-Conditioned World Models (Robotics & AV)
1X Technologies Helm.ai Integral Momenta Nvidia Oxa Pony.ai Tesla TorqueAGI Unitree Robotics Waabi Waymo Wayve
Enterprise & Process World Models
Kairosity Paradox Presage Skyfall AI
Generative & Interactive World Models (3D / Video)
AMI - Advanced Machine Intelligence Decart Elorian General Intuition Google DeepMind Luma AI Meta Mode Maison Nvidia Odyssey Runway World Labs Zyphra Technologies
Spatial & Geospatial Intelligence
Archetype AI Evercoast Matter Intelligence Meta Niantic Spatial Planet Labs SpAItial Vantor
Motion & Embodiment Models
Cartwheel Robotics Kinetix Krikey Uthana
Physics & Simulation Foundation Models
CuspAI Emmi AI Neural Concept Orbital Industries Periodic Labs PhysicsX
Full-Stack Humanoid OEMs
1X Technologies AgiBot | Zhiyuan Robot Agility Robotics Apptronik AXIBO Beyond Imagination Boston Dynamics EngineAI Figure Foundation Fourier Intelligence Generative Bionics Neura Robotics Persona AI Robot Era Sanctuary AI Sunday Robotics Tesla UBTECH Robotics Unitree Robotics Wandercraft
General-Purpose & Mobile Robots
Collaborative Robotics Fauna Robotics Galaxea AI Galbot mimic robotics Mind Robotics Reflex Robotics RRob robust AI Botec Walden Robotics Weave Robotics X Square
Quadruped & Legged Platforms
ANYbotics Boston Dynamics Hangzhou Deep Robotics Ghost Robotics LimX Dynamics RIVR Unitree Robotics
Industrial Robots & Arms
ABB Agile Robots Fanuc Kawasaki Robotics KUKA RobCo Standard Bots Universal Robots Yaskawa Electric America
Humanoid Integrators & Specialists
Clone Engineered Arts Flexion Robotics Humanoid Mentee Robotics
Warehouse & Fulfillment Robotics
Agility Robotics Amazon Ambi Robotics Anyware Robotics Azalea Robotics Berkshire Grey Boston Dynamics Brightpick Contoro Robotics Corvus Robotics Covariant Deus Robotics Dexterity Dorabot Fabric Gather AI Grey Orange Honeywell IDEALworks Locus Robotics mbodi.ai Mujin Navflex Nimble Nomagic Pickle Robots Pickommerce Plus One Robotics RightHand Robotics Seegrid Seer Robotics Slip Robotics Symbotic Tutor Intelligence Overland AI Vecna Robotics Yondu Zebra Technologies
Autonomous Mobility
Applied Intuition Aurora Bot Auto Comma.ai Gatik Kodiak Robotics May Mobility Mobileye Momenta Moonware Nuro Outrider Oxa Plus Pony.ai Pronto.ai Stack AV Tesla Torc Waabi Waymo Wayve Yaak Zoox
Industrial Automation & Manufacturing
Almond Bright Machines CircuitHub Divergent Technologies Freeform GrayMatter Robotics Hadrian Industrial Next Instinct Robotics Luffy AI Machina Labs mimic robotics Novarc Technologies Path Robotics Pivot Robotics Q5D Technologies Realtime Robotics Rockwell Automation Seurat Technologies Sunrise Robotics THEKER Vention Wandelbots
Construction & Built Environment
Automated Architecture BEDROC BotBuilt Built Robotics Canvas Construction Charge Robotics Civ Robotics ConBotics Dusty Robotics Gravis Robotics Hardhat Robotics ICON Technology Monumental Optimotive Pave Robotics Raise Robotics Robotiz3D Teleo Terabase TerraFirma Robotics Toggle Robotics
Security & Defense Robotics
AeroVironment ACS Anduril Ascento Asylon Incorporated Chaos Industries Cobalt AI Forterra Ghost Robotics Helsing Knightscope Mach Industries Overland AI Paradigm Robotics Shield AI Skydio SplashOne Teledyne Technologies
Energy, Utilities & Inspection
Acwa Robotics Aerones ANYbotics aRoboticsCompany AssetCool Averro Robotics and Technology Cosmic Robotics Energy Robotics Gecko Robotics PipeForce Puralink SkySpecs Terabase
Marine & Ocean Robotics
BeeX Blue Water Autonomy Frontier Robotics Hullbot Jaia Robotics Kongsberg Ferrotech Nauticus Robotics ORPHEUS Saildrone Saronic Technologies Sea Machines Sofar Ocean ULYSSES
Agriculture
Beewise Technologies BlueWhite Bonsai Robotics Carbon Robotics Grain Weevil John Deere Kodama Systems Monarch Tractor Orchard Robotics Verdant Robotics
Retail, Restaurant & Service
10Beauty Bear Robotics Circus HABIT Macco Robotics Miso Robotics mundane Pudu Robotics Simbe Robotics botco
Food & Beverage Processing
Apera Chef Robotics Miso Robotics Oxipital AI
Waste, Recycling & Sortation
AMP Robotics Everestlabs.AI Glacier Greyparrot
Cleaning & Facilities
AvidBots Brain Corporation CenoBots (Cenozoic Robotics) Haystac Lucid Bots Pudu Robotics Skyline Robotics Somatic
Last-Mile & Delivery Robotics
Avride Cartken Coco Robotics Nuro RIVR Serve Robotics Starship Technologies Wing Zipline
Science & Lab Automation
Emerald Cloud Laboratory Lila Sciences OpenTrons Tecan ZEON
Surgical & Interventional Robotics
EndoQuest Robotics Globus Medical Intuitive Surgical Johnson & Johnson MedTech Medtronic Mendaera Microbot Medical Neocis Neuralink Noah Medical PROCEPT BioRobotics Stryker THINK Surgical Vicarious Surgical Zimmer Biomet
Healthcare & Assistive Robotics
Aescape andromeda Diligent Robotics Ekso Bionics Glidance Inc Sarcos Robotics Wandercraft
Data Center & IT Automation
Boost Robotics Mobot Revise Robotics Watney Robotics Inc
Space Robotics
Arkisys Astrobotic Venturi Astrolab GITAI HawkEye 360 Icarus Robotics Intuitive Machines Katalyst Space Technologies Lodestar Space Lunar Outpost OffWorld ORBITAL ROBOTICS PickNik Robotics Rendezvous Robotics Starfish Space ThinkOrbital Turion Space Vantor Voyager Technologies
Simulation & Sim-to-Real
Applied Intuition Cognata Duality Foretellix Genesis AI Lightwheel Nvidia ROBOT Toyota Motor Corporation Waabi
Robot Training & Synthetic Data
AuraML Bucket Robotics Encord mecka Meta Nvidia Scale Superb AI XDOF
Robot Data Infra, Observability & Eval
Foxglove Physion Labs reduct.store Rerun Roboto AI
Robot OS, Middleware & Fleet Ops
Amazon Boston Dynamics Formant Foxglove Hugging Face InOrbit Intrinsic Open Robotics Oxa QNX Software Systems Real-Time Innovations Viam
Tactile Sensing, Hands & Grippers
DEXROBOT GelSight Inspire-Robots Linkerbot OnRobot PaXini Tech PSYONIC Robotiq Schunk Sharp Electronics SynTouch Tacta Systems Wonik Robotics Co., Ltd. WUJI XELA Robotics
Perception, 3D Sensing & Lidar
AEVA Allegro MicroSystems Cognex Hesai Intel Corporation Luminar Luxonis lyte Ouster Stereolabs
Safety, Security & Compliance
Apex.AI Edgecase.ai FORT Robotics Green Hills Software Nvidia QNX Software Systems Wind River
Drone Motors & Robot Actuators
H3X Technologies HEBI Robotics Infinitum Vertiq LaunchPoint Technologies RESOLVED MOTION Unitree Robotics Westmag
Frameless & Precision Motors
Allient Kollmorgen Maxon Moog Nidec Corporation Novanta Parker Hannifin (Formerly Parker Appliance Company)
Gearing & Reducers
Harmonic Drive Nabtesco Nidec Corporation Sumitomo Drive Technologies
Power Electronics & Power Semiconductors
Monolithic Power Systems Navitas Semiconductor onsemi Texas Instruments Wolfspeed
Rare Earths, Magnets & Energy
Energy Fuels EnerSys MP Materials Niron Magnetics USA Rare Earth
World-Model & Policy Serving
Decart Nvidia REACTOR Skild
Generative-Media Inference APIs
Fal novita.ai Runware WaveSpeedAI
Real-Time Teleop Transport
adamo flow robotics LiveKit Transitive Robotics XDOF
GPU Clouds & Neoclouds
CoreWeave Crusoe Lambda Nebius RunPod Vast
Model Serving & Serverless Inference
BaseTen Fireworks AI Modal Replicate Together
Robotics Edge AI Chips & Modules
Ambarella Axelera AI Black Sesame Technologies Blaize DEEP X Hailo Horizon Robotics Kneron Mobileye Nvidia NXP Semiconductors Qualcomm SiMa.ai Velaura
AI Training & Inference Accelerators
AMD Cerebras Systems d-Matrix Etched Groq Intel Corporation Nvidia Positron Rain SambaNova Systems Tenstorrent
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